+12.0%
WBD vs VRTX
+450.9%
-438.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.3% |
| 7D | -0.6% | -7.8% | +7.2% | +1.0% |
| 30D | +4.2% | -2.8% | +7.0% | +4.7% |
| 3M | +7.5% | +18.1% | -10.6% | +3.6% |
| 6M | +1.6% | +3.1% | -1.5% | +0.6% |
| YTD | -2.2% | +13.5% | -15.7% | -5.4% |
| 1Y | +124.9% | +32.4% | +92.4% | +110.2% |
| 3Y | +149.1% | +50.0% | +99.1% | +125.0% |
| 5Y | +7.8% | +172.9% | -165.0% | -12.4% |
| All | +12.0% | +450.9% | -438.9% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VRTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling